Senior Investment Research Portfolio Strategy Analyst

Northwestern Mutual Investment Services, LLC; Milwaukee (WI); On-site; USD 108,000 - 187,000; Full time

Job summary

Mason Street Advisors, LLC, a subsidiary of Northwestern Mutual, is seeking an experienced investment research professional to perform due diligence, monitor external managers, and support the Active/Passive fund suite. You will contribute to portfolio construction, risk assessment, and performance analysis while coordinating with internal teams and external managers.

Join a collaborative environment with exposure to board-level content and investment committee materials.

Qualifications

• Bachelor's degree required; MBA/CFA desirable.
• Strong knowledge of markets, investments, economics and financial tools.
• Experience in researching or recommending mutual funds, ETFs or SMAs.

Responsibilities

• Perform initial due diligence and recommendations of third-party asset managers.
• Monitor external investment managers and assess performance and processes.
• Assist in management of Active/Passive fund suite and asset allocation strategy.
• Assist in trading functions, including cash management and liaison with dealers.

Skills

Investment reporting

Research methods

Data analysis

Education

Bachelor's degree

MBA

CFA designation

Tools

Bloomberg

Morningstar Direct

eVestment

Excel

Job description

Mason Street Advisors, LLC, a subsidiary of Northwestern Mutual, is seeking an experienced investment research professional to perform due diligence, monitor external managers, and support the Active/Passive fund suite. You will contribute to portfolio construction, risk assessment, and performance analysis while coordinating with internal teams and external managers.

Join a collaborative environment with exposure to board-level content and investment committee materials.